Israel's Channel 12 reports Israeli authorities fear Iran could attempt strikes on Israeli overseas targets during the Jewish holidays and on the third anniversary of the Oct. 7 attacks. Israel assesses Iran's earlier missile strike on Jordan's Aqaba port was intended as a warning to Israel.

John Lewis is ramping investment in content creation as product discovery via AI shopping agents increases — searches from AI agents rose from 0.3% a year ago to 2.5% and are accelerating, management said, calling the trend exponential across age groups. The department store opened a studio at its Oxford Street flagship for influencers to record daily content that AI systems will harvest and is producing its own video content. Management said UK consumers remain very cautious on discretionary spending amid rising inf and rates.

Shanghai Gold Exchange gold T+D closed up 1.75% at 968.71 yuan/gram in the night session on Sept 3. Silver T+D closed up 1.85% at 16,280 yuan/kg.